|
⚲
|
| Keyboard |
| Bradford Financial Center
✚
|
|
|---|---|
| CRD # | 110953 |
| SEC # | 801-68117 |
| CIK # | |
| AUM | 229.7 M (2026-03-26) |
| Employees | 26 (54% Investors, 27% Brokers) |
| Fees | |
| Minimum | |
| Phone | 515-532-6661 |
| Address | 119 Central Ave W Clarion, IA 50525 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 167.0 |
| (b) Individuals (high net worth individuals) | 102 | 60.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,478 | 229.7 |
| By Discretionary | ||
| Discretionary | 1,478 | 229.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,478 | 229.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.7 | |
| Total | 1,478 | 229.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Disciplined Portfolio Solutions LLC
✚
|
230.7 M | |
|
Redwood Investment Group Inc
✚
|
CA | 230.3 M |
|
Woodfield Financial Advisors Inc
✚
|
IL | 230.1 M |
|
Grantvest Financial Group LLC
✚
|
NJ | 230.0 M |
|
Tableaux LLC
✚
|
MA | 229.7 M |
|
VIMA LLC
✚
|
MI | 229.5 M |
|
Formulate Financial LLC
✚
|
229.4 M | |
|
Rightwealth Advisors LLC
✚
|
OH | 229.3 M |
|
Hippocratic Financial Advisors LLC
✚
|
CA | 229.0 M |
|
Campion Asset Management LLC
✚
|
VA | 228.8 M |